True North Advisors
Sofia Young is a dedicated finance professional currently serving as an Associate Wealth Planner at True North Advisors since February 2023. Prior experience includes a role as a Financial Planning Associate at Vanguard, where Sofia collaborated with financial advisors on client deliverables and performed brokerage functions. Additionally, a wealth management internship at Kansas City Private Wealth Management provided valuable experience in preparing customized financial plans. Sofia holds a Bachelor of Business Administration in Finance and Banking from the University of Missouri-Columbia, earned between 2018 and 2022.
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True North Advisors
True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.